81 series 7 jobs at 24 companies in Jacksonville, FL
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Financial Solutions Advisor - Participant Services (Series 7 required)
Jacksonville, Florida, United States
OnsiteFull Time
Series 7 required, Series 66 required or obtained within 90 days; SAFE Act registration required; strong client service, advisory and computer multitasking skills.
3w
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Financial Solutions Advisor - Participant Services (Series 7 required)
Jacksonville, Florida, United States
OnsiteFull Time
1+ YOESeries 7 required (Series 66 within 90 days if not held), SAFE Act registration, 1+ year experience, strong client advisory and communication skills, ability to learn investments and use internal systems.
3w
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Wealth Management Analyst
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required, four-year degree preferred, strong Excel and client service skills.
Microsoft Office, Microsoft Excel, MS Online
3w
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Wealth Management Analyst
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63 and Series 65 required; four-year degree preferred; proficiency with Microsoft Excel and firm systems; strong client service and organizational skills.
Microsoft Excel, Microsoft Office, MS Online
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, bachelor's degree or equivalent, strong sales, analytical, communication, and financial skills, plus active SIE, Series 7, and Series 66 or Series 63 and 65 licenses.
Microsoft Excel, Microsoft Outlook, Microsoft Word
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, proactive sales and service experience, strong analytical and communication skills, bachelor's degree or equivalent, and active SIE, Series 7, and Series 66 or Series 63 and 65 licenses.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, sales and service experience, strong analytical and communication skills, a bachelor's degree or equivalent, SIE, Series 7, Series 66 or Series 63 and 65, and Group 1 insurance.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
2mo
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Financial representative
Baker County, Florida, United States
FieldFull Time
Ability to obtain/hold life insurance license and FINRA registrations (SIE, Series 6 and/or 7, Series 63); must pass background, regulatory, criminal and financial checks.
1mo
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Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Jacksonville, Florida, United States
OnsiteFull Time
Provide inbound phone support to clients, study for and obtain SIE/Series 7/Series 63 licenses, strong customer service, problem solving, and ability to learn proprietary systems.
2w
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2026-2027 Undergraduates, Planning & Advice Associate
Westlake or Greenwood Village or Covington or Jacksonville or Salt Lake City or Durham or Merrimack or Smithfield
$48k-$50k/yr HybridFull Time
Strong client relationship, consultative, communication, technology, and time-management skills; inbound/outbound customer engagement experience; ability to complete SIE, Series 7, and Series 66 upon hire.
Salesforce
1mo
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Financial Consultant - Jacksonville, FL
Jacksonville, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 licenses with state registrations, or ability to acquire Series 66 after hire; investment knowledge, relationship-building, client presentation, and solution-selling skills required.
1mo
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
SalesForce, Microsoft Office
2w
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Managing Partner Seeking Growth
Jacksonville, Florida, United States
$85k-$115k/yr HybridFull Time
Requires active industry licenses (life, SIE and Series 6/63/26 or Series 7/63/24) or willingness to obtain, leadership and recruiting experience, and ability to train and develop financial representatives.
3mo
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Business Development Financial Advisor
Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter
$125k-$175k/yr OnsiteFull Time
5+ YOEMinimum 5 years IAR experience; hold or obtain Series 65 or Series 66+7 within 90 days; 2 years as IAR or CFP/CFA/CPA; strong communication and analytical skills.
3d
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AMP Financial Advisor Trainee
Jacksonville, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree preferred with 3 years of relevant sales or business experience. Must obtain SIE, Series 7, Series 66, and life, health, and variable annuity licenses within stated program timelines.
client relationship manager system, Microsoft Excel
2w
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Associate Financial Advisor
St. Augustine, Florida, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
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Associate Financial Advisor - St Augustine, FL
St Augustine, Florida, United States
OnsiteFull Time
Series 7 and Series 66 (or ability to obtain), state insurance licenses, FINRA registrations within three months, high school diploma required, 3–5 years securities experience preferred, ongoing training required.
1mo
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Regional Vice President, Retirement - Northern FL - Bank/Wire Channel
Orlando or Jacksonville or Florida or United States
$60k/yr FieldFull Time
5+ YOE5+ years wholesaling experience in bank/wire channels, FINRA Series 6 or 7, Series 63, Life & Health license, college degree or equivalent, strong sales and territory management, must reside in Northern Florida.
Salesforce
3w
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J.P. Morgan Wealth Management - Vice President, Lending Specialist
Atlanta or Miami or Jacksonville or Palm Beach
OnsiteFull Time
6+ YOE6+ years financial services experience; active Series 7 and Series 66 (or obtain within 120 days); lending experience across mortgage, margin or securities-based lending; strong analytical, communication, and decision-making skills.
1mo
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Senior Lead Wealth Custom Credit Banker
Philadelphia or Ponte Vedra Beach or Boca Raton
OnsiteFull Time
7+ YOE7+ years custom lending experience; strong credit acumen; FINRA Series 7 and 66 (or equivalents) required/obtainable; proven origination and structuring skills for HNW/UHNW clients; sales and relationship management experience; Master’s preferred.
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